Teamwork Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,593
| Closed | -$1.19M | – | 215 |
|
|
2023
Q3 | $1.19M | Buy |
11,593
+9,290
| +403% | +$953K | 0.19% | 74 |
|
|
2023
Q2 | $246K | Sell |
2,303
-2,595
| -53% | -$277K | 0.04% | 173 |
|
|
2023
Q1 | $528K | Buy |
4,898
+7
| +0.1% | +$754 | 0.1% | 117 |
|
|
2022
Q4 | $516K | Sell |
4,891
-3,626
| -43% | -$383K | 0.1% | 119 |
|
|
2022
Q3 | $874K | Buy |
8,517
+3,777
| +80% | +$388K | 0.19% | 79 |
|
|
2022
Q2 | $504K | Buy |
4,740
+977
| +26% | +$104K | 0.11% | 131 |
|
|
2022
Q1 | $413K | Sell |
3,763
-36
| -0.9% | -$3.95K | 0.08% | 181 |
|
|
2021
Q4 | $442K | Buy |
3,799
+293
| +8% | +$34.1K | 0.08% | 199 |
|
|
2021
Q3 | $407K | Buy |
3,506
+291
| +9% | +$33.8K | 0.08% | 186 |
|
|
2021
Q2 | $377K | Sell |
3,215
-612
| -16% | -$71.8K | 0.08% | 179 |
|
|
2021
Q1 | $444K | Buy |
3,827
+370
| +11% | +$42.9K | 0.1% | 152 |
|
|
2020
Q4 | $405K | Buy |
3,457
+60
| +2% | +$7.03K | 0.1% | 143 |
|
|
2020
Q3 | $394K | Buy |
3,397
+903
| +36% | +$105K | 0.12% | 131 |
|
|
2020
Q2 | $288K | Buy |
+2,494
| New | +$288K | 0.1% | 150 |
|